Coulter & Justus Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$7.26M Buy
+65,684
New +$7.26M 1.61% 26
2022
Q2
Sell
-140,224
Closed -$15.1M 49
2022
Q1
$15.1M Buy
+140,224
New +$15.1M 5.31% 5